Tocqueville Asset Management’s iRhythm Holdings IRTC Stock Holding History

Tocqueville Asset Management’s Portfolio IRTC Stock Details IRTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-7,800	Closed	-$578K	–	750
2019 Q3	$578K	Buy	7,800 +25	+0.3%	+$1.94K	0.01%	533
2019 Q2	$615K	Buy	7,775 +1,125	+17%	+$81.9K	0.01%	556
2019 Q1	$498K	Buy	6,650 +1,450	+28%	+$124K	0.01%	588
2018 Q4	$361K	Buy	5,200 +1,700	+49%	+$129K	0.01%	603
2018 Q3	$331K	Hold	3,500	–	–	﹤0.01%	671
2018 Q2	$284K	Hold	3,500	–	–	﹤0.01%	706
2018 Q1	$220K	Buy	+3,500	New	+$217K	﹤0.01%	768

Other funds holding IRTC

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tocqueville Asset Management's IRTC Position: Q4 2019 in Review

Tocqueville Asset Management sold out of iRhythm Holdings (IRTC) in Q4 2019, closing a stake of 7,800 shares — an estimated $578K sold.

Tocqueville Asset Management first reported a position in IRTC in Q1 2018 and held it in 7 quarters. The position peaked at $615K in Q2 2019. 173 funds tracked by Wall St. Rank hold IRTC as of Q4 2019.

Tocqueville Asset Management reported no remaining iRhythm Holdings position as of Q4 2019 after selling out during the quarter.
Tocqueville Asset Management sold 7,800 iRhythm Holdings shares in Q4 2019, an estimated $578K.
Tocqueville Asset Management first reported a position in iRhythm Holdings in Q1 2018 and held it in 7 quarters.
Tocqueville Asset Management's iRhythm Holdings position peaked at $615K in Q2 2019.
173 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2019.

Based on Tocqueville Asset Management's 13F filing for Q4 2019, filed 14 Jan 2020.